ADVICE & SERVICE

Each client has a different Money Personality, which determines their risk tolerance and how they prioritize their financial goals.

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PERFORMANCE

We strive to deliver what clients want most - access to a wide range of investments and consistent, risk-adjusted investment returns over time.

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CLIENT LOGIN

Want to learn more about retirement, social security, or estate strategies? We have a wealth of resources.

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Meet the Team

Five Star Professional Recognizes Thomas Trax of LPL Financial as a 2021 Five Star Wealth Manager Award Winner

Thomas Trax accomplishes what only a small percentage of wealth managers in the San Diego area have achieved.

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Helpful Content

<p>Should You Ever Retire?</p>

Should You Ever Retire?

A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.
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<p>5 Smart Investing Principles</p>

5 Smart Investing Principles

Principles that can help create a portfolio designed to pursue investment goals.
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<p>Insuring Your Business With a Buy/Sell Agreement</p>

Insuring Your Business With a Buy/Sell Agreement

It may help your business be better prepared in the event of the death of a principal or key employee.
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<p>Exit Strategies of the Rich and Famous</p>

Exit Strategies of the Rich and Famous

Estate conservation is too important to put off. Do you have a smart exit strategy?
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Outlook 2021

Outlook 2021

Powering Forward

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Key Financial Data 2021

Key Financial Data 2021

Financial Data review of 2021

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LPL At A Glance

LPL At A Glance

Thoughtful, balanced financial guidance is a fundamental need for everyone.

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Download Our Tax Reform Ebook!

There's a lot of confusion around the new Tax Reform and Jobs Act. Luckily, we're here to help. This Ebook will tell you everything you need to know about the biggest tax overhaul in 30 years.